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J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD

Advisory

N·GENEVA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$932M

1-Year AUM Growth

+41.7%

3-Year CAGR

+39.2%

Employees

5

Assets Under Management

Total AUM$932M

Discretionary AUM$524M

Non-Discretionary AUM$408M

Discretionary %56.2%

Total Clients206

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)+50.0%

Filing History

Total Filings on Record13

First FilingJan 25, 2018

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.